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EIN 87-4017417

FPA of Metro New York

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Brooklyn
State
New York
Year formed
2021
Most recent tax filings
2022-12-01
NTEE code, primary
S41: Promotion of Business
Description
FPA of Metro New York's mission is to support FPA's purpose and policies, as well as Financial Planning Association's purpose and policies. They hosted a 1 day Career Day Conference for their members, where potential employers and members explored various career opportunities. Members were also able to join education presentations to help them in their professional development. In addition, they hosted a 2 day virtual forum for their members via the conference application Whova, which presented two half days of education presentations that allowed them to receive continuing education credits.
Related structure
FPA of Metro New York is child organization, under the parent exemption from The Financial Planning Association.
Total revenues
$221,033
2023
Total expenses
$100,108
2023
Total assets
$120,925
2023
Num. employees
0
2023

Program areas at FPA of Metro New York

Conference 7/19/2022 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits.
Career Day 11/4/2022 - Hosted a 1 day Career Day Conference in person to beneifit our members. Potential employers and our members got together to explore various career opportunities. Members also had the opportunity to join education presentations to help guide them with their career growth.
Annual Forum 5/2-5/3/2022 - Hosted a 2 day virtual forum for our members via the conference application Whova. Members were presented with two half days of education presentations that they could receive continuing education credits from.

Who funds FPA of Metro New York

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Financial Planning AssociationDeconsolidation Grant$122,616

Personnel at FPA of Metro New York

NameTitleCompensation
Olivia LeblanMembership Director$0
Timothy HamiltonAdvocacy Director$0
Mallon FitzpatrickSponsorship Director$0
Edward HadadEducation Director$0
Erin SlocumPresident$0
...and 2 more key personnel

Financials for FPA of Metro New York

RevenuesFYE 12/2022
Total grants, contributions, etc.$122,879
Program services$98,154
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$221,033

Form 990s for FPA of Metro New York

Fiscal year endingDate received by IRSFormPDF link
2022-122023-12-19990View PDF
Data update history
February 4, 2024
Posted financials
Added Form 990 for fiscal year 2022
February 4, 2024
Updated personnel
Identified 11 new personnel
February 3, 2024
Used new vendors
Identified 1 new vendor, including
December 31, 2023
Received grants
Identified 1 new grant, including a grant for $122,616 from The Financial Planning Association
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyState / local levelNo full-time employees
General information
Address
527 CT St Apt 5B
Brooklyn, NY 11231
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
Kings County, NY
Phone
(603) 732-6852
IRS details
EIN
87-4017417
Fiscal year end
May
Taxreturn type
Form 990
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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